Wealth Adviser Assistant

1 week ago

Bloemfontein, Orange Free State, South Africa PSG Konsult Full time R80 000 - R120 000 per year

Designation:

Wealth Adviser Assistant | Bloemfontein, Free State | Permanent

Category:

Administration and Operations

Job Level:

Semi-skilled and discretionary decision making

Posted by:

PSG Financial Services

Posted on:

25 Nov 2025

Reference Number:

POS40143

Closing date:

08-Dec-2025

Position Type:

Permanent

Location:

Bloemfontein Dan Pienaar

Overview:

VACANCY | WEALTH ADVISER ASSISTANT| BLOEMFONTEIN, FREE STATE | PERMANENT

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Job description:

The successful candidate will be responsible for administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Responsibilities:
  • Gather Policy information
  • Compile a summary of information
  • Research product information
  • Handle new application and quotations
  • Handle and solve client enquiries (all existing business enquiries)
  • Arrange appointments between Wealth Adviser and Clients
  • Prepare investment review appointments
  • Maintain CRM system
  • Rebalance and maintain existing portfolios
  • Prepare and distribute monthly/quarterly statements
  • Manage Administrative Documentation (detailed records)
  • Build and maintain good working relationships
  • Record details of transactions
  • Maintain Service Level agreement deadlines
  • Manage policy renewals
  • Ensure FAIS Compliance
  • Load new/existing business policies
  • Investment Planning/Employee Benefits/Provident Fund & Medical Aid
Minimum requirements:
  • Matric
  • Completed NQF 5 in Wealth Management ( Advantageous)
  • 2- 3 years relevant financial services wealth administration experience
  • Proficient in both spoken and written English and at least one other of the official South African languages
Competencies required:
  • Customer Service
  • Communication skills (verbal & written)
  • Problem solving
  • Attention to detail
  • Team player
How to apply:

Candidates interested must apply here by no later than 08 December 2025 OR browse available PSG Careers vacancies

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful.

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